Expert Opportunity - Personal Finance / Consumer Planning Advisor
- Pay
- $70/hr
- Location
- Worldwide
- Type
- Contract
- Posted
- Aug 15, 2026
- Languages
- English
- Who can apply
- Not available in Afghanistan, Andorra, Armenia, Azerbaijan, Bahamas, Barbados, Belarus, Belize, Bhutan, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde, Central African Republic, Chad, China, Comoros, Republic of the Congo, Cuba, Dr Congo, Djibouti, Dominica, Equatorial Guinea, Eritrea, Eswatini, Ethiopia, Fiji, Georgia, Grenada, Guinea, Guinea Bissau, Haiti, Honduras, Hong Kong, Iran, Iraq, Kazakhstan, Kenya, Kiribati, Kyrgyzstan, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Macau, Malawi, Maldives, Mali, Marshall Islands, Micronesia, Moldova, Montenegro, Myanmar, Nauru, Nicaragua, North Korea, Palau, Palestine, Papua New Guinea, South Sudan, Russia, Samoa, Sao Tome and Principe, Seychelles, Sierra Leone, Solomon Islands, Somalia, Sudan, Suriname, Syria, Tajikistan, Timor Leste, Tonga, Uganda, Ukraine, Uzbekistan, Vanuatu, Venezuela, Yemen, Zambia, Zimbabwe
We're working with a leading foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on professional document, spreadsheet, and slide deck tasks. We're looking for personal finance advisors with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires.
Compensation: $70/hour
Commitment: Flexible, 5-20 hours per week (or more if desired)
Location: Fully remote, work on your own schedule
Start date: ASAP
Qualifications:
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
About Ethos
Ethos is a new expert network built by a McKinsey/SoftBank/DeepMind team and backed by world-leading investors like General Catalyst. We connect experts with investors and consultancies for paid expert calls, speaking engagements, and advisory opportunities.
Requirements
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
